Kleine Wochenendlektüre von Aswath Damodaran, einem Professor für Finanzwissenschaft an der NYU zum Thema Space X et al. und Indices.
https://aswathdamodaran.blogspot.com/2026/06/indexology-index-mechanics-and.html
Sehr schön:
As the debate about whether SpaceX, OpenAI and Anthropic should be included in the S&P 500 index heats up, I would suggest that the evidence of a small and dissipating price effect of inclusion has to become part of the discussion. I am sure that there will be some who will disagree with me, but I don't think the price trajectories of any of these firms will be altered by whether they are included in or excluded from the S&P 500.
Als Referenz führt er unter anderem den Kurs von Tesla und Apartment Investment and Management nachdem die erstere den letztere im S&P 500 ersetzt hat, „natürlich" wäre Apartment das bessere Investment gewesen
Auch schön:
The truth is that a year after they list and start trading, these three companies will still be money losing businesses, with business models that are still works in progress and will remain corporate governance horror stories.
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"Video meliora proboque, deteriora sequor"
